Position in AZTA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$255
-$750 QoQ
Shares Held
10
-71.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#236
of 247 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AZTA Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Clearstead Advisors, LLC holds $6,655,913 across 33 Medical Instruments & Supplies names. AZTA ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
8,397 | $3,339,318 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
2,857 | $1,025,663 | |
| 3 | BAX |
Baxter International Inc
|
25,308 | $539,566 | |
| 4 | SOLV |
Solventum Corp
|
6,904 | $532,643 | |
| 5 | BDX |
Becton Dickinson & Co
|
2,601 | $393,609 | |
| 6 | RMD |
Resmed Inc
|
943 | $183,771 | |
| 7 | COO |
Cooper Companies, Inc.
|
2,513 | $180,207 | |
| 8 | RGEN |
Repligen Corp
|
1,006 | $137,258 |
All Filings in AZTA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255 | 10 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $1,005 | 35 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $279,544 | 8,070 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $403,500 | 8,070 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $390,910 | 8,070 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $424,643 | 8,070 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $486,459 | 8,070 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $525,679 | 8,070 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $405,033 | 8,070 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $376,707 | 8,070 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $360,083 | 8,070 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $327,921 | 7,651 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $551,637 | 7,651 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $645,137 | 7,784 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $788,894 | 7,651 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $815,013 | 7,963 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $728,987 | 7,651 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $624,704 | 7,651 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $295,215 | 4,351 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||